THE CLEVELAND FOUNDATION (the first community foundation)— established in 1914 Purpose: To provide a way for any person to give money for his community’s benefit, certain that changing needs would not make his gift obsolete. Some donors designate the recipient organizations; others specify an area of concern such as child care, or education. With these and the many undirected gifts, The Cleveland Foundation actively supports projects in health, welfare, education, cultural and civic affairs.
GREATER CLEVELAND ASSOCIATED FOUNDATION established in 1961 This foundation was established to sharpen the focus of philanthropy’s concern with the tough urban problems of today. Specifically, its purposes are: To encourage research to define community needs, to establish priorities for philanthropic attack on those needs, to initiate experimental or pilot projects to help meet the needs, and to work with other foundations as a source of information, counsel and coordination upon request.
DISTRIBUTION COMMITTEE AND BOARD OF TRUSTEES John Sherwin, chairman Kent H. Smith, chairman emeritus Raymond Q. Armington Thomas A. Burke Dr. Kenneth W. Clement Edward H. deConingh Mrs. Royal Firman, Jr. Edgar A. Hahn Harvey B. Hobson James D. Ireland Frank E. Joseph George F. Karch Elmer L. Lindseth Thomas F. Patton
GRANT PAYMENTS IN 1968* E d u ca tio n
Cleveland Foundation
G.C.A.F.
1) Higher ............................... $ 513,485.54 2) Elementary and secondary ....................... 110,872.36 3) Scholarships .................. 166,243.14 4) Special programs .......... 149,313.53
$ 43,934
Totals $ 939,914.57 Cultural Affairs 1) Buildings and equipment ..................... $ 196,000.00 2) Program ............................ 351,800.63
$118,743
Totals $ 547,800.63 Health & Welfare 1) Hospitals, health, and medical program s........ $ 576,242.28 2) Children and youth . . . . 321,824.31 145,470.03 3) A g e d ................................. 4) Community service organizations ................. 883,399.17 Totals $1,926,935.79 Civic Affairs 1) Citizen involvement . . . .$ 153,935.48 2) Employment and economic development . 297,780.40 3) Strengthening the 28,400.09 public s e r v ic e ................. Totals $ 480,115.97 GRAND TOTALS $3,894,766.96
48,650 5,000 21,159
$ — 0— — 0— $ — 0—
$ — 0— 54,979 — 0— 17,235 $ 72,214 $180,643 34,146 192,045 $406,834 $597,791
*Grants authorized by the Greater Cleveland Associated Foundation’s Board of Trustees are included in the audited report of The Cleveland Foundation. However, they are separated here to delineate programs supported by each of the two foundations.
A JOINT ENTERPRISE FOR THE COMMUNITY One of the basic values of community foundations is that they help support the diversity of American society. Community foundations represent the varied interests and intentions of a great many people who contribute through these foundations during their lifetimes, and can leave their funds in trust thereafter to help meet the health, educational, cultural and charitable needs of their communities. Such a foundation is The Cleveland Foundation—the pioneer community foundation in the country. Special purpose foundations, on the other hand, can help advance the work of community foundations by supporting and performing research on urban problems—thus helping to determine priorities for action by involved agencies, community and other foundations, and by supporting the development of vital programs. Such a foundation is the Greater Cleveland Associated Foundation. In mid-1967, The Cleveland Foundation and the Greater Cleveland Associated Foundation, in an effort to increase the effectiveness of foundation philanthropy in Greater Cleveland, combined their staffs to serve both the Distribution Committee of The Cleveland Foundation and the Board of Trustees of the Greater Cleveland Associated Foundation. While members of the Committee and the Board are now identical, and meetings and much of the planning are conducted jointly, the two foundations continue to exist as legally separate and distinct entities, and their differing purposes are carefully observed. In this way we feel that our total resources —both human and capital— are being used better to
serve the philanthropic needs of the community and the desires of those who have entrusted the distribution of their funds to The Cleveland Foundation. The Cleveland Foundation continues to make grants that serve the health, educational and welfare needs of the community. Any contributor may designate specific institutions or special fields of philanthropic interest in which his funds are to be used. His wishes will be observed in perpetuity, unless changing conditions make such purposes clearly unnecessary, impractical, or contrary to the donor’s original intent. Few such changes have ever been required. In one instance, funds designated for a home for the aged which went out of existence were then directed toward other assistance for the aged. Additional funds not designated for a specific purpose are always needed because they enable us to respond quickly to changing and urgent needs. In 1914, when The Cleveland Foundation was started, no one could have predicted accurately the serious problems that now confront the inhabitants of America’s cities. No one today can foresee all the community’s needs for the next 50 years— or the next 25, for that matter. But it is clear that current economic and social pressures are increasing the need for philanthropic resources. Long ago, gifts from wealthy individuals and organizations were expected only to relieve the sufferings of the poor and the unfortunate. Modern philanthropy includes this goal, but demands a wider range of activities. Today we try to find ways
to prevent and solve the problems that cause human suffering. Thus, often, the ultimate effects of foundation grants are not determined by their size, but by the care and imagination with which programs are selected for funding. The formation of the Greater Cleveland Associated Foundation as a special purpose foundation was, in fact, a philanthropic response to evolutionary changes within American society. The Associated Foundation, created in 1961 by six foundations including The Cleveland Foundation, has as its special purposes: to encourage research on community problems, to help determine priorities for action, to encourage experimental and pilot programs, and to assist other foundations that request aid. Through the activities of the Associated Foundation, in cooperation with The Cleveland Foundation, traditional and innovative grants can be directed toward diverse and changing needs in ways that would be difficult for unstaffed foundations and funds. Here, the staff studies and evaluates community needs, and seeks grant requests that can help meet them. Our Trustee subcommittees on health and welfare, education, civic affairs and cultural affairs review the staff’s findings in detail, recommend action for the entire Distribution Committee or Board of Trustees, and designate payments by the foundation or trust whose stated purpose best matches the purpose of the grant. We believe that this procedure advances both the purposes of philanthropy and the care with which resources must be used.
We feel that, in many ways, the whole of The Cleveland Foundation-Associated Foundation enterprise is greater than the sum of its parts. Together, the two foundations hold a real promise of helping to find solutions to our urban problems. Furthermore, this joint enterprise can provide counsel and direction, and, hopefully, a focal point for other philanthropic resources. We can hope, with a reasonable assurance of success, that such things will help improve the quality of life in our community.
JOHN SHERWIN Chairman, Distribution Committee, The Cleveland Foundation Chairman, Board of Trustees, Greater Cleveland Associated Foundation
OBSERVATIONS ON 1968 In January, a number of magazines published articles and editorials summarizing the events of 1968. Life called one issue “The Incredible Year of 1968”, and said it was some year, a year that everyone had to be heard: students, Blacks, hippies, yippies, rightists, leftists. It was a year of confrontations. It was a year in which the establishment seemed to become the enemy, in which the alienated became activists, and in which no one could hear the voices of quiet men. Most of all, Life said, the events of the year, like a series of waves, battered us with an awful rapidity. In truth, it was an incredible year. It was some year in Cleveland, too. It was our first full year as the only major city in the United States with a Black mayor. It was the time when the business community transmuted the Cleveland Chamber of Commerce and the Growth Board into the Greater Cleveland Growth Association and become more directly involved in efforts to solve urban problems. We withstood the shock of the murder of the Reverend Martin Luther King, Jr., with none of the violence that rocked many other cities— and one major response was amazing cooperation for the collection of goals and programs called “Cleveland NOW!” Early planning for summer programs resulted in a coordinated series of activities, classes and work experiences that filled some of the needs of young people in the inner city. The July confrontation between policemen and a Black group, and the 11 deaths that resulted, did not start another Newark uprising, although many thought that it would.
September came, and our schools reopened calmly despite dire predictions of trouble. Then, Cleveland’s voters approved school fund issues by generous margins. From our point of view, 1968 was a year of great challenge and opportunity for philanthropy in Cleveland. In times like these, strategic support to strengthen developing agencies, to help established groups undergo considered change, or to help create new organizations is particularly effective. Grants for these purposes help our community move ahead. Definition and realization of goals for our cities require the talents and energies of many people. Our governments, our industries, our business and commercial organizations, our schools, universities, and voluntary agencies—all have to help achieve America’s dreams. The tensions of 1968 wrenched all society, and they continue through 1969. But in the very testing of our energy and skill, we have gained a new awareness of problems, a new commitment toward helping to solve them, and new ideas about meeting our community’s needs. Here are some of 1968’s problems, and some of our responses to them.
EMPLOYMENT Since the Associated Foundation was started, it has approached the problems of unemployment and underemployment in Greater Cleveland with grants aimed at removing obstacles to personal achievement and reward. Recipients of grants and services have included the Skills Bank Programs, Counselor
Training Programs, the AIM-Jobs program, the Cleveland Business and Economic Development Corporation, and the Council for Economic Opportunity of Greater Cleveland. In 1968, the Associated Foundation granted $4,000 to the Cleveland Business League to help expand its services to Black-owned businesses, and made a second grant, this time for $29,050 to the Cleveland Business and Economic Development Corporation for an extention of its program of assistance and training for entrepreneurs. We believe that concentrated unemployment continues to be one of the most destructive problems of society. Attacking such unemployment is properly a prime concern of government, business and philanthropy; but as yet no major metropolitan area, including our own, is well organized to meet the problem. We are deeply interested in creative programs which may provide new goals for manpower agencies, and in new and proven techniques for accomplishing these goals. We also believe that the many manpower programs in our area should continue to build ways to coordinate their efforts so that prospective employees and their employers will be served better. YOUTH The problem was summer. The Greater Cleveland Associated Foundation helped coordinate a Summer Youth Program. With the cooperation of the City of Cleveland, the Cleveland
Board of Education, business groups and social agencies from the neighborhoods, a review process for plans was established. Specific grants from Cleveland Foundation funds included $45,000 to The Welfare Federation for summer camp scholarships for inner-city children; $4,682 to the Phillis Wheatley Association, Inc., to help operate its summer camp program; $5,000 to the Cleveland Council of Camp Fire Girls, Inc. toward equipment; and $25,000 for the Young Men’s Christian Association of Cleveland for its Summer Cooperative Opportunity Program. One of the results of more coordination was a broad evaluation of what went on— the numbers served, the costs involved, and the groups left out. This has provided information for future planning. Hopefully, a permanent, broad-based planning operation for summer programs can evolve.
EDUCATION A question: What effect does a teacher’s attitude have on the ability of students to learn, and the ability of a teacher to teach? In an attempt to develop more knowledge in this area and to clarify what was already known, The Cleveland Foundation gave Case Western Reserve University’s Department of Education $25,000 to cover research costs. A question: How does the Educational Development Center in Berea successfully manage to bring back many students who have dropped out of colleges? The Associated Foundation granted $30,000 to the Educational Development Center to try to learn the
answers, and to find out how such successful methods may be transferred to other programs. Many other Cleveland Foundation grants were made to area colleges and universities for special projects and some scholarship funds. $16,250 was made available to the Catholic Board of Education to help train teachers for slow learners, and $40,000 was granted to the Educational Research Council of America toward development of a social sciences program for fourth graders. HEALTH AND WELFARE Grants for buildings and equipment totaling $424,044 were made by The Cleveland Foundation. Recipients included the Evangelical Deaconess Hospital, Forest City Hospital, University Hospitals of Cleveland, the Family Service Association, the Cleveland Hearing and Speech Center, Hill House, the Greater Cleveland Neighborhood Centers Association and the Lake County Society for Crippled Children and Adults, Inc. (The Associated Foundation is prohibited by terms of its grants from the Ford Foundation from making any capital grants, or grants in the field of health and medicine.] Other grants for health and welfare programs included a range of activities such as substantial research funds for the Case Western Reserve University Medical School and a grant to Menorah Park Home for the Aged to study the effects of relocating the elderly. A Cleveland Foundation grant of $75,000 was made to the Mount Sinai Hospital of Cleveland for
improving hospital services to the indigent in the Hough area by providing direct community communications. The Cleveland Foundation also gave $50,000 to the Harvard-Lee Community Services Center to provide staff services in a multi-service center. $47,509 went to the Cleveland Public Library to help support the Services to Shut-Ins Program established by the Frederick W. and Henryett Slocum Judd Fund, and $30,000 was granted by The Cleveland Foundation to the Cuyahoga County Medical Foundation to support the first year of a demonstra tion organ salvage program. The Academy of Medicine will direct the program, but the work of the first year— enlistment of donors—will be done by the Kidney Foundation of Northeast Ohio. CITIZEN INVOLVEMENT For many years, The Cleveland Foundation has made grants focused on leadership development. The Associated Foundation, since its founding, has added to this effort. In 1968, a Negro Management Development Seminar was conducted with Associated Foundation funds and a matching grant from the Rockefeller Foundation. Individual graduates have moved into other positions such as law director of the City of Cleveland, director of the PACE Association, director of manpower development for the City of Cleveland, associate director of the largest comprehensive employment program in the country, assistant to the president of the East Ohio Gas
Company, and a foundation staff position. A second and third seminar were subsequently held for new groups. If results of these seem as promising as those of the first, we hope such seminars will be made part of a regular university program. The United Area Citizens Agency received $139,000 from The Cleveland Foundation and an equal amount from the Associated Foundation toward partial support of staff during a three-and-a-half year period. This staff work is expected to stimulate citizen participation in neighborhood and area improvement programs, and, more importantly, encourage cooperation among groups which will provide a broad base for civic activity. Neighborhood meetings with Cleveland Mayor Carl B. Stokes and his cabinet provided citizens an opportunity to bring their problems directly to their governmental officials. This program and other communications efforts were made possible under a $68,100 Greater Cleveland Associated Foundation grant to the Governmental Research Institute to provide public relations counsel to the city. Another Cleveland Foundation grant of $15,000 to the PATH Association paid for the preparation of a guidebook for residents of the City of Cleveland. This book is a source of information and advice on housing services and related problems. STRENGTHENING THE PUBLIC SERVICE Helping to strengthen the public service has been a goal of The Cleveland Foundation and the Associated Foundation throughout their histories. In 1968, grants
were made to encourage talented young persons to begin careers in the public service, to provide training and upgrading for employees of the City of Cleveland and to improve management organization for information gathering and use. The Management Training Program for the City of Cleveland was initiated by a grant of $10,000 from the Associated Foundation and further developed with a grant of $95,000 from The Ford Foundation. In addition to direct training of supervisory personnel at Cleveland State University, these grants provide for the establishment of a continuing program in management education. An Administration of Justice Advisory Committee was appointed in cooperation with the Cleveland Bar Association to help the Cleveland Police Department and the courts in strengthening their operations. The Ford Foundation made a grant of $91,000 to The Greater Cleveland Associated Foundation for these activities, including a special training program and efforts to upgrade the police academy. The Cleveland Foundation granted $30,000 to the Associated Foundation’s Administration of Justice Program for publishing a newsletter in which the Cleveland Police Department can communicate directly with all policemen and their families. It serves as an educational vehicle and as a means of developing general understandings among all policemen. CULTURAL AFFAIRS $3,100 was granted by The Cleveland Foundation to
the American Negro Emancipation Centennial Authority to help pay for an updating of the film “Not With Empty Hands’’. Karamu House received $5,242 from The Cleveland Foundation for a special study by outside consultants of the role and future of Karamu, and $15,000 for equipment needs. $300,000 from The Cleveland Foundation, payable over four years, was granted to the University Circle Development Foundation for implementation of its Master Plan for University Circle. The Western Reserve Historical Society received $25,000 from The Cleveland Foundation toward facilities to expand the Society’s Living History programs, and the Great Lakes Shakespeare Association received $20,000 for support of its festival in 1968 and 1969, in return for which the Association made tickets available without charge to inner-city residents.
Community agenda seminars, conducted in the foundation offices, brought together leaders in welfare, elementary and secondary education, child development, higher education, cultural programs, and problems of the aged. They examined the greatest needs, problems and opportunities in their areas of specialization, and discussed innovative programs which they thought offered promise. The challenge of more clearly identifying a problem so that it can become an opportunity, is a duty as well as a privilege of modern philanthropy.
ASSISTANCE TO DONORS Every year more foundations have asked for staff assistance on special problems. We hope that the planning process which was useful for so many donors in helping to identify worthy summer programs in 1968 will grow into a useful tool, but we know there will be problems in the development of the process. In 1968 the Associated Foundation began a special study for a foundation wanting to re-evaluate certain recipient organizations. It continued the practice of making its own staff reports on specific projects available to donors.
JAMES A. NORTON Director, The Cleveland Foundation President, Greater Cleveland Associated Foundation
THE CLEVELAND FOUNDATION Annual Report for 1968
THE CLEVELAND FOUNDATION The Cleveland Foundation’s fifty-fifth year of philanthropic service to Greater Cleveland was one of continued growth. The book value of The Cleveland Foundation’s capital increased by nearly four million dollars and totaled $73,251,090 as of December 31,1968. Market value of these assets was nearly $130,000,000. Certain of these trusts currently provide only partial— but eventually complete benefit to The Cleveland Foundation. During 1968, a total of $2,157,262 was received from 89 donors as new gifts to principal. Upon authorization of the Distribution Committee $4,610,407 was disbursed for a wide range of community needs and activities, the largest annual amount in The Cleveland Foundation’s history. This amount includes funds provided for grants by the Greater Cleveland Associated Foundation. A list of the various funds which constitute The Cleveland Foundation’s endowment as well as a detailed accounting of the grants made, is set forth later in this Report. SIX NEW TRUSTS ESTABLISHED The following new funds became effective in 1968: Charles R ieley Armington Fund— This fund was created with a $17,400 gift from Mr. and Mrs. Raymond Q. Armington. Income or principal is to be used for teaching social values to young school children. Thomas Burnham M emorial Trust— This unrestricted fund with a value of about $150,000
was created under the terms of a trust established by Marie Louise Gollan. Perry G. Harrison and Virginia C. Harrison M emorial Fund— This fund was established under the will of the late Virginia C. Harrison with a value of $872,218. Income is designated for University Hospitals to be used for medical research. The Katherine B. M cKitterick Fund— This unrestricted fund with a value of about $101,000 was established as a living trust by Mrs. McKitterick of Shaker Heights. A very L. Sterner Fund— This fund was created by a $100,000 bequest from the late Avery Sterner. Use of income is unrestricted. Henry E. and Ethel L. W iddell Fund— This fund with a value of about $40,500 was created as a living trust by Mr. and Mrs. Widdell. Income is to be used for mentally retarded or crippled children with the principal to be distributed twenty years after the death of the survivor of the grantors. ADDITIONS TO EXISTING FUNDS The Cleveland R ecreational Art Fund was increased by $40,725 through gifts from the Raymond John Wean Foundation, Mr. Kurt L. Seelbach, Mr. Lloyd W. Leeseberg and Mr. L. E. Emsheimer. The Ford Foundation Fund fo r the G reater C leveland A ssociated Foundation received a final payment of $250,000 from The Ford Foundation.
An addition of $1,618 was made to the G eorge B. and Edith S. W h eeler Trust due to a tax adjustment, and the R oberta H olden B ole Fund was increased by $24,808 through a distribution from the Roberta H. Bole Trust. The G race M. Pew Fund received $13,338 in additional distributions from the Pew estate. "Non-trust� gifts were received from the following donors who expressed the desire that the corpus of their gifts be used for specific purposes: A contribution of $24,000 earmarked for support of the Junior Achievement Capital Fund Drive was received from the George and May Margaret Angell Trust; a gift of $10,000 from the Elizabeth Rieley Armington Trust to be used for the education of children in the same manner as set forth in the Charles Rieley Armington Fund; two gifts totaling $125 earmarked for the Cleveland: NOW! program were received, one from the Mary and W allace Duncan Foundation and one from Mrs. Walter Bailey in memory of Mrs. Mary Jones; the C om bined Health and W elfare Drive, Inc. o f V alley V iew contributed $603 to be used for cancer and heart research and the W alton Hills C om bined Charities Drive turned over $1,507 to be used in specified amounts for cancer, heart, birth defects and multiple sclerosis research; the Donald A. and Jane C. Stark Scholarship Fund was increased by a $14,000 gift from the Donald A. and Jane C. Stark Charitable Trust. MEMORIAL GIFTS AND THE COMBINED FUND The Combined Fund (so-called because contributions are combined for investment purposes) was increased
by $495,420 in new gifts and additions to existing funds in 1968.
14
An additional gift of $1,718 was made to the Thom as Burnham M emorial Fund by the Gollan trust and $1,000 was added to The F rederick R. and Bertha S pecht Mautz Scholarship Fund by Dr. and Mrs. Mautz. The Meta M. Long Fund was established under the will of the late Mrs. Long with gifts of $22,840. Income is designated for the Children’s Aid Society, Jones Home, Cuyahoga County Welfare Department, Dorcas Invalids Home and Little Sisters of the Poor. Mr. and Mrs. Sloan added $1,000 to the Josephine R. and Edw ard W. Sloan, Jr. Fund and Dr. Edward A. Yurick again made a $10 contribution to the fund which he established years ago. The A dele Corning Chisholm M em orial was increased by $1,169 by gifts from the Firman Fund and the Alvah S. and Adele C. Chisholm Memorial Foundation. Dr. and Mrs. C. W. Wyckoff made contributions in memory of Ralph W. C obb, Jr. and Frederick S. Stam berger. The Sidney B. Fink M emorial was created by a $4,000 contribution from the Sidney B. Fink Foundation. The Mary Louise H obson Memorial Fund for cancer research was established with $1,645 in gifts from the following persons: Mr. and Mrs. R. H. White, Jr., Mrs. Robert G. Patterson, Taras Modney, Joseph E. Wurstner, Inc., Fred J. Wonders, John W. Walter, Mrs. Mabelle Wilson Stearns, The Esther K. and Elmer G. Beamer Foundation, Mrs. Walter L. Flory, Dr. and Mrs. Fay A. Le Fevre, Dr. and Mrs. C. W. Wyckoff, Mr. Harvey B. Hobson, Mr. and Mrs.
Fletcher R. Andrews, Elmore L. Andrews, Dr. Morse R. Newcomb, Mr. and Mrs. C. R. Kubik, Motch and Merry weather Machinery Company, John C. Stansbury and Earl P. Schneider. An additional $100 was contributed to the Mr. and Mrs. R obert S. Latham Fund and Mr. John F. Oberlin added $9,825 to the John F. Oberlin and John C. Oberlin Fund. The Marie Richardson M em orial Fund with a value of $99,179 was created under the will of Miss Richardson with income to be used for educational purposes. The Nina Sherrer Fund was created with a $5,000 bequest under the will of the late Nina Sherrer. Income is designated for Jones Home of Children’s Services. The C leveland Sorosis Fund was created by a $135 gift from the Cleveland Sorosis and the Harriet R. F ow ler Fund was established through a $50 bequest from the Fowler estate. The Leonard C. Hanna, Jr. Special Fund was established by a $56,333 gift from the Trust Directors of the Leonard C. Hanna, Jr. Final Fund. Income is unrestricted. The Quay H. Kinzig M emorial was created by a gift from Mr. and Mrs. Albert G. Moore and the Charles E. M eink M emorial by a gift from Mr. and Mrs. David H. Warshawsky. The G race E. M eyette Fund was increased by $25 in gifts from Mrs. George A. Moore, Mrs. John A. Le Bedoff and Mr. and Mrs. Theodore H. Evans. T he Miriam Kerruish Stage Fund was established with $76,761 in gifts from the Miriam Kerruish Stage Scholarship Fund, Lt. Col. Walter W. Hanselmann and the repayment of loans from several former scholarship recipients. Income is to be used for scholarships for Shaker Heights High School
graduates. The Jessie C. Tucker M emorial Fund was increased by $180 by gifts from Miss Eugenie J. Brown, Miss Carm A. Vignone, Miss Hazel Wilson, Mrs. Louise'T. Sutton and Mrs. William B. Hinds. The M arjorie A. W inbigler Memorial was increased by $390 by gifts from Miss D. H. Fleck, Mrs. Lucille W. Winbigler, Mrs. Elizabeth M. Baker, Alice S. Cook and Miss E. Winbigler. The Herbert E. and Eleanor M. Zdara M emorial with a value of about $213,000 was established under the will of the late Mrs. Zdara. Use of income is unrestricted. The Rhoda L. A ffelder Fund was increased by a $1,000 gift from Mr. and Mrs. Lewis J. Affelder.
FINANCIAL STATEMENTS Taken from Report of Examination by Ernst & Ernst, Certified Public Accountants, full report being available for inspection
Statement of Receipts and Disbursements for 1968 Unexpended balances, January 1,1968
$ 711,708
RECEIPTS Endowment income from Trustees From other sources
$5,316,351 50,793
5,367,144* 6,078,852
DISBURSEMENTS By trustee banks: Fees Bond and real estate amortization, other By Distribution Committee: For charitable and educational purposes: Care of the Aged Child care Civic development Education including scholarships Fine Arts Health care and medical research Hospitals Recreation and character building Rehabilitation and services to the handicapped Social Welfare—neighborhood and family services United Appeal and Jewish Welfare Cleveland Development Foundation Greater Cleveland Associated Foundation For administrative purposes Unexpended balances, December 31,1968**
$113,969 67,710
181,679
145,488 44,220 393,376 1,033,130 288,963 176,053 447,410 194,120 218.415 540,708 121,871 241.416 765,237 4,610,407 119,177
4,911,263 $1^67,589
‘ Includes $1,007,584 from principal, and $41,228 from non-trusteed funds. ‘ Composed of fund balances of $1,167,589, which together with future income, is encumbered in the total amount of $2,396,149, due to grants made prior to December 31, 1968 and subsequently payable.
TRUST FUND ASSETS Endowment of the Foundation with principal value of the funds held by the Trustee Banks at book or carrying value as of December 31, 1968 Anisfield-Wolf Fund Charles Rieley Armington Fund W alter C. and Lucy I. Astrup Fund Sophie Auerbach Fund*
$
99,375 16,100 135,798 170,874
The Frederic M. and Nettie E. Backus Memorial Fund 2,331,251 W alter C. and Fannie White Baker Fund 10,066 Lilian Hanna Baldwin Fund 8,097 Cornelia W . Beardslee Fund 102,086 James C. Beardslee Fund 788,825 M ary Berrym an Fund 15,746 The Dr. Hamilton Fisk Biggar Fund 93,774 George Davis Bivin Fund* 196,583 Katherine Bohm Fund* 7,356 Roberta Holden Bole Fund 173,767 The George H. Boyd Fund* 2,298,423 Alva Bradley II Fund 679,043 Gertrude H. Britton, Katharine H. Perkins Fund 24,461 Fannie Brown Memorial Fund 138,138 George F. Buehler Memorial Fund 149,988 Thomas Burnham Memorial Trust 149,925 Katherine W ard Burrell Fund 6,896 The M artha B. Carlisle Memorial Fund The Central High School Endowment Fund The Fred H. Chapin Memorial Fund Frank J. and Nellie L. Chappie Fund* George W. Chisholm Fund J. E. G. Clark Fund The Elsa Claus Memorial Fund No. 2 The Cleveland Recreational Arts Fund Caroline E. Coit Fund A. E. Convers Fund* H arry Coulby Fund No. 4 H arry Coulby Fund No. 2* Jacob D. Cox Fund S. Houghton Cox Fund* Henry G. Dalton Fund Alice M cHardy Dye Fund
66,482 5,071 2,956,702 434,428 198,234 6,479 20,505 175,547 67,216 6,187,249 6,376,110 964,636 110,547 73,072 668,315 408,112
Dr. Frank Carl Felix and Flora W ebster Felix Fund First Cleveland Cavalry-Norton Memorial Fund William C. Fischer and Lillye T. Fischer Memorial Fund Fisher Fund Erwin L. Fisher and Fanny M. Fisher Memorial Fund Edward C. Flanigon Fund Ford Foundation Fund for Greater Cleveland A ssociated Foundation Constance C. Frackelton Fund No. 1 Constance C. Frackelton Fund No. 6 Constance C. Frackelton Fund No. 7 Constance C. Frackelton Fund No. 8 The Fannie Pitcairn Frackelton and David W. Frackelton Fund Robert J. Frackelton Fund The George Freeman Charity Fund Frederic H. Gates Fund The William F. and Anna Lawrence Gibbons Fund* William A. Giffhorn Fund Frederick Harris Goff Fund Julius E. Goodman Fund The George C. and Marion S.Gordon Fund Robert B. Grandin Fund The Eugene S. and Blanche R. Halle Memorial Fund Edwin T. and M ary E. Hamilton Fund The Lynn J. and Eva D. Hammond Memorial Fund* Leonard C. Hanna, Jr. Associated Foundation Trust Leonard C. Hanna, Jr. Fund for Community Chest Leonard C. Hanna, Jr. Fund forUnited Appeal Leonard C. Hanna, Jr. Cleveland Foundation Special Purpose Fund Leonard C. Hanna, Jr. Community Development Fund Perry G. Harrison and Virginia C. Harrison Memorial Fund
323,662 89,323 94,619 23,400 480,747 44,788 15,543 207,088 229,094 99,114 29,708 19,974 20,248 48,701 284,106 498,441 2,461 49,712 534,993 3,817,658 436,566 1,585,029 1,178,873 1,461,658 2,180,950 303,468 248,218 1,114,152 5,915,666 829,505
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The Kate Hanna H arvey Memorial Fund Melville H. Haskell, M ary H. Hunter, Gertrude H. Britton, Katharine H. Perkins Fund George Halle Hays Fund Kaufman Hays Memorial Fund Hiram House Fund The Jacob Hirtenstein Fund H. Morley H itchcock Fund Centureena S. Hotchkiss Fund The A. W. Hurlbut Fund Sherman Johnson M emorial Fund Caroline Bonnell Jones Fund James S. Jordan Fund Adrian D. Joyce Fund The Frederick W . and H enryett Slocum Judd Fund Isaac Theodore Kahn Fund Karamu House Trust Clarence A. Kirkham Memorial Fund John R. Kistner Fund Otto and Lena Konigslow Memorial Fund* Elroy J. and Fynette H. Kulas Fund Robert M. Linney Fund* Ella L. Lowman Fund Henry M. Lucas Fund Clemens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund* Nellie Lynch Fund Theresa Mae MacNab Fund Alice Keith Mather Fund The Lewis A. and Ellen E. M cCreary Memorial Fund The George W. and Sarah McGuire Fund Thomas and Mary McMyler Memorial Fund The Katherine B. M cKitterick Fund The Albert Younglove Meriam and Kathryn A. Meriam Fund Alice Butts M etcalf Fund Anna B. Minzer Fund Cornelia S. Moore Fund*
53,057 120,915 9,830 9,172 9,001 5,771 99,671 83,124 23,598 158,897 4,477 15,842 64,111 570,661 846,302 1,157,102 204,600 24,100 1,832,753 607,116 180,160 1,012 79,888 321,837 25,701 142,674 79,845 125,444 12,150 34,885 88,383 98,832 21,599 5,000 13,758 68,028
E. Freem an Mould Fund Jane C. Mould Fund The Crispin and Kate Oglebay Trust M ary King Osborn Fund
107,586 652,597 2,157,904 4,921
William P. Palm er Fund The Dr. Charles B. Parker Memorial Fund* Douglas Perkins Fund Grace M. Pew Fund W alter D. Price Fund* William H. Price Fund The J. Ambrose and Jessie W heeler Purcell Memorial Fund
26,101 344,748 117,319 186,379 17,125 31,628
Clay L. and Florence Rannells Reely Fund The Retreat Memorial Fund Charles L. Richman Fund Nathan G. Richman Fund Alice M. Rockefeller Fund Charles F. Ruby Fund
104,754 106,441 108,180 93,777 218,790 158,146
The M ary Coit Sanford Memorial Fund Mary Coit Sanford Fund Dr. Henry A. and Mary J. Schlink Memorial Fund William C. Scofield Memorial Fund Frank S. Sheets and Alberta G. Sheets Memorial Fund The A. H. and Julia W . Shunk Fund The Thomas and Anna Sidlo Fund The Nellie B. Snavely Fund A. L. Somer Fund W illiam J. Southworth Fund* Dr. George P. Soyer Fund Marion R. Spellman Fund Josephine L. Sperry Fund Ada Gates Stevens Memorial Fund Catherine E. Stew art, M artha A. Stewart, Judith H. Stew art and Jeanette Stew art M emorial Fund Charles L. and Marion H. Stone Fund H arriet B. Storrs Fund Avery L. Sterner Fund Leonard F. Stowe Fund
4,004 39,496
**
58,172 189,632 19,893 107,822 301,547 569,004 181,553 446,622 14,775 10,650 2,371 26,813
12,034 283,668 748,813 74,982 413,447
Amos Burt and Jeanne L. Thompson Fund Mabelle G. and Finton L. Torrence Fund
51,855 91,397
Charles F. Uhl Fund John F. and Mary G. W ahl Memorial Fund Jessie MacDonald W alker Memorial Fund Mabel Breckenridge W ason Fund* George B. and Edith S. W heeler Trust Edward Loder W hittemore Fund Henry E. and Ethel L. Widdell Fund James D. Williamson Fund The George H„ Charles E„ and Samuel Denny Wilson Memorial Fund Edith Anisfield W olf Fund* David C. W right Memorial Fund Edith W right Memorial Fund Cleveland Foundation Combined Fund TOTAL ALL TRUSTEED FUNDS
1,108 406,557 42,409 620,539 393,095 25,684 40,513 5,186 178,939 4,704,067 234,049 264,341 2,567,619 $73,251,090
NON-TRUSTEED FUNDS The following funds are held in a special account, the donors expressing their desire that the gifts be used for certain health or educational purposes. Cleveland Employees Relations Council Fund Mary and W allace Duncan Foundation The Health and W elfare Drive, Inc. of Valley View Reed Bricker Fund Shaker Heights Children’s Theatre Fund Donald and Jane Stock Charitable Trust Mr. K. L. Seelbach Fund W alton Hills Combined Charities Drive gift
‘ These trusts provide, each in varying amounts, for payment of annuities to certain individuals prior to payment of the balance of the income to the Foundation. In 1968 the Cleveland Foundation received 82.4% of the aggregate income of the several funds. Ultimately, it will receive the entire net income. “ Principal at an estimated value of $4,000,000 has not been in cluded as of December31,1968 pending the results of litigation.
THE CLEVELAND FOUNDATION COMBINED FUND More than 1800 donors have contributed to the Combined Fund which is made up of the following memorials and other gifts:
MEMORIAL FUNDS AND OTHER GIFTS Morris Abrams Fund Academy of Medicine Health Education Foundation Fund Rhoda L. Affelder Fund Wickham H. Aldrich Fund Eunice Westfall Allen Memorial Samuel W estfall Allen Memorial Lydia May Ames Fund Katherine B. Arundel Fund Leonard P. Ayres Memorial A. D. Baldwin Memorial Fund Robert K. Beck Memorial Beulah Holden Bluim Memorial Robert Blythin Memorial Helen R. Bowler Fund Nap. H. Boynton Memorial Fund Alva Bradley Memorial Brigham Britton Fund Charles F. Buescher Memorial Thomas Burnham Memorial Elizabeth A. Burton Memorial Robert H. Busch Memorial Fund
Carmela Cafarelli Fund Edna L. and Gustav W. Carlson Foundation Memorial Fund Leyton E. Carter Memorial Fund George S. Case Fund Isabel D. Chamberlin Fund Fred H. Chapin Memorial Adele Corning Chisholm Memorial Mr. and Mrs. Harold T. Clark Fund Inez and Harry Clement Award Fund Cleveland Center on Alcoholism Fund Cleveland Conference-for Educational Cooperation Fund Cleveland Guidance Center Endowment Fund Cleveland Heights High School Scholarship Fund Cleveland Psychoanalytic Society Fund Cleveland Sorosis Fund Cleveland War Memorial Arthur Cobb Memorial Arthur Cobb, Jr. Memorial Florence Haney Cobb Memorial Louise B. Cobb Memorial Mary Gaylord Cobb Memorial Percy Wells Cobb Memorial Ralph W. Cobb, Jr. Memorial Dr. Harold N. Cole Memorial Judge Alva R. Corlett Memorial Mary B. Couch Fund Jacob D. Cox, Jr. Memorial Dr. Wilbur S. Crowell Memorial Marianne North Cummer Memorial Glenn A. Cutler Memorial
Nathan L. Dauby Memorial Carl Dittmar Memorial Magdalene Pahler Donahey Fund Anna J. Dorman and Pliny O. Dorman Memorial Fund James J. Doyle and Lillian Herron Doyle Scholarship Fund Robert J. Drake Memorial Kristian Eilertsen Fund Arthur Feher Fund William S. and Freda M. Fell Memorial Fund Herold and Clara Fellinger Charitable Fund Sidney B. Fink Memorial Frances B. and George W. Ford Memorial Harriet R. Fowler Fund Katyruth Strieker Fraley Memorial Annie A. France Fund Mrs. Hermine Frankel Memorial I. F. Freiberger Fund Mrs. I. F. Freiberger Memorial Fund Winifred Fryer Memorial Fund Mrs. Florence I. Garrett Memorial Dr. Frank S. Gibson Memorial Fund Ellen Gardner Gilmore Memorial Frances Southworth Goff Memorial Robert G. Grandin Memorial James L. Greene Memorial Bell Greve Memorial Fund Robert Hays Gries Memorial Isador Grossman Memorial Fund Leonard C. Hanna, Jr., Cleveland Play House Fund Leonard C. Hanna, Jr., Special Fund
Mrs. Ward Harrison Memorial F. H. Haserot Fund Homer H. Hatch Fund James W. Havighurst Memorial Scholarship Fund Lewis Howard Hayden and Lulu May Hayden Fund Iva L. Herl Fund The Siegmund and Bertha B. Herzog Fund Highland View Hospital Employees’ Gift Fund Reuben W. Hitchcock Fund Mary Louise Hobson Memorial Fund Cora Millet Holden Memorial Guerdon S. Holden Memorial Dr. John W. Holloway Memorial A. R. Horr Fund Joseph C. Hostetler Memorial Norma Witt Jackson Fund James K. Johnson, Jr. Memorial Fund Minerva B. Johnson Memorial Fund Mr. and Mrs. Sidney D. Josephs Fund Quay H. Kinsig Memorial Dr. Emmanuel Klaus Memorial Fund The Philip E. and Bertha Hawley Knowlton Fund Estelle C. Koch Memorial Scholarship Fund Richard H. Kohn Fund Samuel E. Kramer Law Scholarship Fund George H. Lapham Fund Mr. and Mrs. Robert S. Latham Fund Dr. and Mrs. Robert H. Lechner Fund Margaret Irene Leslie Fund Meta M. Long Fund
George A. and Mary E. Marten Fund Mrs. E. O. Marting Memorial Frederick R. and Bertha Specht Mautz Fund Malcolm L. McBride and John Harris McBride II Memorial Thomas McCauslen Memorial Mrs. E. P. McCullaugh Memorial Emma E. McDonald Fund Anna Curtiss McNutt Memorial Charles E. Meink Memorial William J. Mericka Memorial The Grace E. Mayette Fund Emma B. Minch Fund John A. Mitchell and Blanche G. Mitchell Fund Harry F. Miter Memorial Helen Moore Fund Daniel E. Morgan Fund The National City Bank Fund Harlan H. Newell Memorial John F. Oberlin and John C. Oberlin Fund Ethelwyne Walton Osborn Memorial Erla Schlather Parker Fund Caroline Brown Prescott Memorial Mary Dunham Prescott Memorial The George John Putz and Margaret Putz Memorial Fund The George F. Quinn Memorial Scholarship Fund Omar S. Ranney Memorial Grace P. Rawson Fund Minerva P. Ridley Fund
Marie Richardson Memorial Fund Gertrude M. Robertson Memorial Elizabeth Becker Rorabeck Fund Edward L. Rosenfeld and Bertha M. Rosenfeld Fund Dr. A. T. Roskos Fund
Allison John Thompson Memorial Sarah R. Thompson Fund Ewald F. Tobold Fund Maud Kerruish Towson Memorial Jessie C. Tucker Memorial Fund
Mrs. Raymond T. Sawyer Memorial Oliver H. Schaaf Fund The Robert N. Schwartz Fund for Retarded Children Arthur H. Seibig Fund Mrs. Louis B. Seltzer Memorial Annette S. Shagren Memorial Nina Sherrer Fund Dr. Thomas Shupe Memorial Fund David G. Skall Memorial Mr. and Mrs. Paul T. Skove Fund Josephine R. and Edward W. Sloan, Jr. Fund Social Work Scholarship Fund Society for Crippled Children— Tris Speaker Memorial Fund Society National Bank Fund Meade A. Spencer Memorial Belle Bierce Stair Memorial Miriam Kerruish Stage Fund Nellie Steele Stewart Memorial Frederick S. Stamberger Memorial Ralph P. Stoddard Memorial Fund Joseph T. Sweeny Memorial
Leo W. Ulmer Fund
Charles Farrand Taplin and Elsie H. Taplin Fund C. F. Taplin Fund Jessie Loyd Tarr Memorial Elizabeth Bebout Taylor Memorial Mary J. Tewksbury Fund
Cornelia Blakemore Warner Memorial Stanley H. Watson Memorial Frank Walter Weide Fund Caroline Briggs Welch Memorial S. Burns and Simonne H. Weston Fund Lucius J. and Jennie C. Wheeler Fund Elliott H. Whitlock Memorial Mary C. Whitney Fund R. N. and H. R. Wiesenberger Fund Lewis B. Williams Memorial Marjorie A. Winbigler Memorial Nelle P. Woodworth Fund John W. Woodburn Memorial Leward C. Wykoff Memorial Dr. Edward A. Yurick Fund Herbert E. and Eleanor M. Zdara Memorial Fund
CLEVELAND FOUNDATION GRANTS—1968 EDUCATION
MORLEY LIBRARY, PAINESVILLE, OHIO Books for junior college courses
HIGHER BALD WIN-WALLACE COLLEGE Life Sciences Building A demonstration program in mental health Preparation of teachers in Humanities Operating support* CASE WESTERN RESERVE UNIVERSITY Operating support of W.R.U.* Adelbert College* Graduate School* Law School* Law School building fund Library School* Study of the effects of “Teacher Expectancy on Academic Performance of Elementary School Children” General educational purposes Professorship in the Department of Otolaryngology Support of the Graduate School* The T. Keith Glennan Space Engineering Research Laboratory The Case building fund campaign Equipment at the School of Biochemical Engineering
$25,000.00 2,063.44 16,442.00 17,366.88 4,576.96 2,294.04 1,993.45 1,993.45 85,000.00 52.84
URSULINE COLLEGE The building fund
1,000.00 15,000.00 $513,485.54
ELEMENTARY AND SECONDARY
25,000.00 75,000.00 15,000.00 83,160.00
CUYAHOGA COUNTY SCHOOL SUPERINTENDENTS ASSOCIATION Office and staff support
50,000.00 50,000.00
HAWKEN SCHOOL Operating support*
300.59
5,200.00
MORGAN SCHOOL Student awards*
99.77
5,000.00
KENYON COLLEGE, GAMBIER, OHIO General support*
4,576.96
’ P aym ents d esign ated b y d o n o rs
UNITED NEGRO COLLEGE FUND, INC. General support
25,000.00
CLEVELAND STATE UNIVERSITY To initiate a new in-service training program for principals and prospective principals
COLUMBIA UNIVERSITY, NEW YORK CITY Capital fund drive
LAKE ERIE COLLEGE, PAINESVILLE, OHIO Operating support* Special lecture series
NOTRE DAME COLLEGE Capital improvement program
1,000.00
265.52 1,500.00
PACE ASSOCIATION Operating purposes Data analysis developed by the Citizens Look at School Systems PARMA PUBLIC SCHOOLS To implement the “Social Studies Curriculum Change”
$ 35,472.00
18,000.00
25.000.00
12 .000.00
20 , 000.00
$110,872.36
URSULINE COLLEGE Scholarships*
SCHOLARSHIPS BALD WIN-WALLACE COLLEGE Scholarships
$
7,044.93
CAPITAL UNIVERSITY, COLUMBUS, OHIO Scholarships*
28
838.36
THE WELFARE FEDERATION For scholarships awarded by Careers in Social Work and the Central Personnel Services Division*
756.23
4,400.00 $166,243.14
CASE WESTERN RESERVE UNIVERSITY Scholarship in aerospace* 62.61 Backus Law School scholarships* 2,201.86 School of Medicine scholarships 6,189.50 Flora Stone Mather scholarships* 729.64 Oglebay fellowship program 47,113.58 Scholarships 14,746.02
SPECIAL PROGRAMS
CHILDREN’S THEATRE OF SHAKER HEIGHTS DRAMA AWARD Beduhn Drama Awards to two graduating high school students*
CASE WESTERN RESERVE UNIVERSITY Summer Enrichment program 6,000.00 Biology Field Station at Valleevue Farm 15,704.53
CLEVELAND STATE UNIVERSITY Scholarships COUNCIL AND LEAGUE FOR NURSING Scholarships
50.00 5,000.00
CATHOLIC BOARD OF EDUCATION To train teacher for slower learning students
16,250.00
5,200.00
CLEVELAND STATE UNIVERSITY Continuing education program for adults
25,000.00
CUYAHOGA COUNTY SCHOOL SUPERINTENDENTS ASSOCIATION To develop and implement program of a Family Life Education for Kindergarten and First Grade Children
15,000.00
EDUCATIONAL RESEARCH COUNCIL OF AMERICA To develop program for Grade Four in the Social Sciences
40,000.00
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE Support of the Afro-American History Cultural School
20,000.00
CUYAHOGA COMMUNITY COLLEGE Adult scholarships Project Search-ODC recipients
10,000.00 827.13
JOHN CARROLL UNIVERSITY Scholarships*
13,499.28
LAKE ERIE COLLEGE, PAINESVILLE, OHIO Harriet B. Storrs and Lake Erie College scholarships
13,000.00
OTHER SCHOLARSHIPS High School student College programs
646.25 33,937.75
* P ay m e n ts d e sign ated by do no rs
BOARD OF EDUCATION, CLEVELAND Workshops for secondary and elementary principals $ 4,500.00
OHIO CONGRESS OF PARENTS AND TEACHERS, INC. Conference with PACE, the Board of Education, and neighborhood leaders to devise and implement techniques for increased parent involvement SHAKER LAKES REGIONAL NATURE CENTER Nature study program for youth
CLEVELAND ZOOLOGICAL SOCIETY Operating support
3,200.00
3,659.00 $149,313.53
CULTURAL A FFAIRS PROGRAM ANISFIELD-WOLF AWARD COMMITTEE, PRINCETON, NEW JERSEY Awards for creative and technical writing $ 4,000.00 in racial relations* CLEVELAND INSTITUTE OF ART Scholarships* CLEVELAND INSTITUTE OF MUSIC Operating support* CLEVELAND MUSEUM OF ART Operating support* CLEVELAND MUSIC SCHOOL SETTLEMENT Program support CLEVELAND PLAY HOUSE Shakespearian productions for children* To support new dramatic works* Operating support
811.80 20,000.00
6,200.56
10 ,000.00 1 ,200.00
868.69 1,126.76
CLEVELAND SUMMER ARTS FESTIVAL Operating support 50,025.00 ‘ P aym ents d esig na ted b y d o n o rs
GARDEN CENTER OF GREATER CLEVELAND Support of the library*
1,200.00
600.00
GREAT LAKE SHAKESPEARE ASSOCIATION, INC. Operating support
10,000.00
KARAMU HOUSE Consultant study of role and future of Karamu Capital support Operating support*
5,242.00 15,000.00 55,070.15
LAKE ERIE OPERA THEATRE Operating support
10,000.00
MUSICAL ARTS ASSOCIATION Operating support Operating support* Support of Children’s concerts
50,000.00 7,973.70 2,400.00
NATURAL SCIENCE MUSEUM The Planetarium program* General operating support*
1,200.00 30,657.46
OGLEBAY INSTITUTE, WHEELING, W EST VIRGINIA Operating support of educational and recreational programs*
63,686.79
SOUTHERN VERMONT ARTISTS, INC., MANCHESTER, VERMONT Operating support WESTERN RESERVE HISTORICAL SOCIETY To provide care of memorabilia of the First Cleveland Cavalry Association*
1,000.00
3,537.72 $351,800.63
29
BUILDINGS AND EQUIPMENT BLOSSOM MUSIC CENTER Building program
$40,000.00
GARDENVIEW HORTICULTURAL PARK, INC. Capital development
5,000.00
HOLDEN ARBORETUM Capital improvements
25,000.00
THE TEMPLE Museum of Israeli art and archeological exhibits
25,000.00
UNIVERSITY CIRCLE DEVELOPMENT FOUNDATION Continuing support
75,000.00
WEST TEMPLE LIBRARY Operating support WESTERN RESERVE HISTORICAL SOCIETY Expansion of Society “living history” program
1,000.00
25,000.00 $196,000.00
laryngeal pathology Support of the Halle Glaucoma Clinic* School of Medicine-Medical Research*
6,000.00 10,000.00 14,850.00
CLEVELAND CENTER ON ALCOHOLISM Extension of services 11,625.00 Operating support* 17.47 CLEVELAND HEARING AND SPEECH CENTER Program in language disorders of children Operating equipment at Fairview General Hospital THE CLEVELAND HOSPITAL COUNCIL Recruitment program for nurses
7,000.00 5,632.00 6,000.00
CLEVELAND METROPOLITAN GENERAL HOSPITAL Research program for handicapped children 22,000.00 Annual award for graduating nurse* 360.05 ELYRIA MEMORIAL HOSPITAL Maintenance of a bed on the Wm. N. Gates Memorial Floor*
1,300.00
EVANGELICAL DEACONESS HOSPITAL Building expansion and renovation
12,500.00
HEALTH & W ELFA R E
FAIRVIEW GENERAL HOSPITAL Maintenance of a bed*
HOSPITALS, HEALTH AND MEDICAL PROGRAMS
FOREST CITY HOSPITAL Capital improvement
8,183.33
FOUNDATION FOR RESEARCH IN PREVENTIVE PSYCHIATRY The Cornerstone Project in psychiatric research
2,063.44
BELLEVUE HOSPITAL, BELLEVUE, OHIO Operating support* $ 1,814.59 BROTHER’S BROTHER FOUNDATION Contribution to a five year immunization program in Central America CASE WESTERN RESERVE UNIVERSITY Support of program for early detection of ‘ P a y m e n ts d e sig n a ted by d on ors
2,440.00
HEALTH FUND OF GREATER CLEVELAND Operating support*
514.96
300.60
HIGHLAND VIEW HOSPITAL Driver training program for handicapped persons Recreation services for employees* IRON LUNG POLIOS AND MULTIPLEGICS, INC. Support of Toomey }. Gazette LUTHERAN HOSPITAL New school of nursing building Annual award for Graduate School of Nursing* Conference expenses for surgeons* MOUNT SINAI HOSPITAL OF CLEVELAND Support of a chair in medicine* Building program Improving hospital services to indigent in the Hough area
3,000.00 443.26
152.50 5,994.03 1,159.51 199.75
CHILDREN AND YOUTH 25,000.00 25,000.00 25,000.00
REGIONAL HOSPITAL PLANNING BOARD Operating support 30,000.00 Support of Health Economics Appraisal Committee 10,000.00 Study of feasibility to establish a second medical school 20,000.00 ST. JOHN’S HOSPITAL Operating support* ST. VINCENT CHARITY HOSPITAL Maintenance of a bed* Aid to alcoholics and indigent sick*
4,133.66 514.95 750.82
UNIVERSITY HOSPITALS OF CLEVELAND UNIVERSITY MEDICAL CENTER Operating support* Lakeside Hospital 226,994.61 Operating support* Maternity Hospital 3,544.70 ‘ P aym en ts d esig nate d by d ono rs
Operating support* Rainbow Hospital 729.65 Rainbow Hospital building fund 25,000.00 Conference expenses for surgeons* 1,002.28 Purchase of high frequency audiometer for Dept, of Otolaryngology 2,750.00 Developing a program to teach diabetic patients with grade school education 5,020.00 Vascular or urological research* 27,251.12 Building fund 20,000.00 $576,242.28
BEECH BROOK Operating support* BELLEFAIRE Group therapy programs for disturbed children BOYS’ CLUB OF CLEVELAND Operating support* BOY SCOUTS, GREATER CLEVELAND COUNCIL Camp development
$22,133.94
14,860.00 300.60
16,668.00
CAMPFIRE GIRLS, CLEVELAND COUNCIL Capital equipment 5,000.00 CHILDREN’S AID SOCIETY Operating support* CLEVELAND CENTER FOR RESEARCH IN CHILD DEVELOPMENT Training of child therapists CHILDREN’S SERVICES Special services for children Operating support*
131.45
10,000.00 214.77 129.32
CLEVELAND GUIDANCE CENTER Operating support* Special treatment for emotionally disturbed children
32
126.31 1,250.00
CLEVELAND POLICE DEPARTMENT To Juvenile Bureau for prevention of delinquency*
329.16
COUNTY OF CUYAHOGA WELFARE DEPARTMENT Household equipment and clothing for children
2,003.69
CUYAHOGA COUNTY ASSOCIATION FOR RETARDED CHILDREN AND ADULTS Operating support* 3,000.00 DAY NURSERY ASSOCIATION OF CLEVELAND Operating support*
1 , 000.00
G.C.A.F. ADMINISTRATIVE ACCOUNT Evaluation of programs of Juvenile Court
1,000.00
G.C.N.C.A. Summer Cooperative Opportunity Program G.C.N.C.A. HIRAM HOUSE Leadership training courses for agency camping leaders Program expansion Operating support* HATTIE LARLHAM FOUNDATION, MANTUA, OHIO Capital development JONES HOME OF CHILDREN’S SERVICES Operating support* Operating support ‘ P ay m en ts d esign ated by do no rs
50,000.00
500.00 13,300.00 951.45
1 0 , 000.00
1,799.60 5,664.00
JUNIOR ACHIEVEMENT OF GREATER CLEVELAND, INC. Capital fund drive
24.000.00
JUVENILE COURT Establishment of a suburban branch office
12,949.04
LAKE COUNTY SOCIETY FOR CRIPPLED CHILDREN AND ADULTS, INC. 24,550.00 Building campaign PARMADALE Operating support*
279.99
PHILLIS WHEATLEY ASSOCIATION Capital needs
4.682.00
PROJECT FRIENDSHIP, INC. “Big sister” services to teenage girls
3.500.00
ROSE-MARY HOME FOR CRIPPLED CHILDREN Operating support*
428.18
SALVATION ARMY Shoes for school children
3,255.47
SOCIETY FOR CRIPPLED CHILDREN Operating support*
5,908.54
ST. JOHN’S HOME FOR DEPENDENT GIRLS, PAINESVILLE, OHIO Supplementary support
5,000.00
THREE-CORNER-ROUND-PACK OUTFIT, INC. Camping programs for boys*
6,908.80
WELFARE FEDERATION Camperships
45.000.00
YOUNG MEN’S CHRISTIAN ASSOCIATION Summer Cooperative Opportunity Program 25,000.00 $321,824.31
COMMUNITY SERVICE ORGANIZATIONS
AGED
CLEVELAND HEALTH MUSEUM Support for completion of the Brain Pavilion
AMASA STONE HOUSE Operating support*
$18,126.94
ASSOCIATION OF OHIO PHILANTHROPIC HOMES FOR AGED, INC. Training courses for nurses’ aides and housekeepers for nursing homes 4,000.00 THE BENJAMIN ROSE INSTITUTE Operating support* Support of research department* Pensions and car of elderly persons*
3,607.51 18,126.94 53,200.00
ELIZA BRYANT HOME FOR THE AGED Operating support* Operating support ELIZA JENNINGS HOME Building expansion program LITTLE SISTERS OF THE POOR Operating support* MENORAH PARK JEWISH HOME FOR AGED Research study on effects of relocation of the aged SOUTHWEST SENIOR CENTER General support THE WELFARE FEDERATION Support of the Senior Information and Referral Center •P ay m en ts d esig n ated by d o n o rs
35.91 1,814.59 15,341.70 411.44
AMERICAN NATIONAL RED CROSS, WASHINGTON, D. C. General support*
CLEVELAND HOMEMAKER SERVICE ASSOCIATION Operating support Operating support*
$ 2,231.44
2,943.47
15,000.00 4,000.00
CLEVELAND INTERNATIONAL PROGRAM FOR YOUTH LEADERS AND SOCIAL WORKERS Extension of field work programs 4,000.00 CLEVELAND MENTAL HEALTH ASSOCIATION Support of suicide prevention center Consultation services for clergymen
12,500.00 10,000.00
THE CLEVELAND PSYCHOANALYTIC SOCIETY FOUNDATION Training fellowships and programs in child therapy*
38,998.99
CLEVELAND PUBLIC LIBRARY Library services to handicapped* To improve “Judd Fund” services
39,670.32 7,839.12
CLEVELAND SOCIETY FOR THE BLIND Special projects for children* Operating support*
18,126.95 6,907.16
11,681.00 5,824.00
13,300.00 $145,470.03
COUNTY OF CUYAHOGA WELFARE DEPARTMENT Support of a demonstration day care center and research at the Community for Better Living Housing Center 33,160.00 Operating support* 131.44 FAIRMOUNT PRESBYTERIAN CHURCH Operating support* FAMILY SERVICE ASSOCIATION General support* Building program 34
684.29 1,729.64 25,000.00
FIRST BAPTIST CHURCH, PAINESVILLE, OHIO Building fund 10,633.81 GREATER CLEVELAND ASSOCIATED FOUNDATION Services to other foundations
49,597.36
GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION G.C.N.C.A. Operating support* 3,607.51 Capital fund program for the multi-service centers 100,000.00 G.C.N.C.A. ALTA HOUSE Program in South Collinwood area
29,252.50
G.C.N.C.A. GLENVILLE NEIGHBORHOOD AND COMMUNITY CENTERS An additional meeting facility 3,060.00 G.C.N.C.A. MERRICK HOUSE Expansion of program in near West Side area G.C.N.C.A. MT. PLEASANT URBAN SERVICES CENTER Operating support ‘ Pa y m en ts d esig nate d by do n o rs
4,500.00
17,235.00
G.C.N.C.A. WEST SIDE COMMUNITY HOUSE Community center for Spanish Speaking people 15,101.80 HALFWAY HOUSE Operating support
10 ,000.00
HELP FOR RETARDED CHILDREN, INC. Capital fund drive
2,500.00
HILL HOUSE Capital fund drive
10 ,000.00
JEWISH COMMUNITY FEDERATION General support* Operations Research techniques applied to social agency planning
5.000.00
20 ,000.00
LAKE COUNTY HEALTH AND WELFARE COUNCIL, PAINESVILLE, OHIO Operating support PLANNED PARENTHOOD OF CLEVELAND, INC. Expansion of services in the innercity General support* SALVATION ARMY Building program in the Hough area Operating support*
1 .000.00
106,132.00 6,391.27 33,334.00 5,907.15
SALVATION ARMY, PAINESVILLE, OHIO Building fund 1,000.00 SHELTERED INDUSTRIES FOR PAINESVILLE BOYS Operating support
300.00
SOCIETY OF ST. VINCENT DE PAUL Operating support*
279.99
‘ P aym ents desig nated b y d o n o rs
UNITED APPEAL OF GREATER CLEVELAND Contributions from 15 funds for operating support* VISITING NURSE ASSOCIATION General support*
70,871.76 500.00
VOCATIONAL GUIDANCE AND REHABILITATION SERVICES Operating support* 428.18 For needy clients* 2,000.00 Development of rehabilitation work center 50,000.00 VOLUNTEER SERVICE BUREAU OF LAKE COUNTY, PAINESVILLE, OHIO Operating support
1,000.00
WELFARE FEDERATION Implementation study of functional budgeting and accounting Interracial-intercultural relations program To implement recommendations of the Health Goals project To support the committee on mental retardation problems To underwrite work of Mental Health Planning Committee Reorganization planning General operating* Anisfield-Wolf Award Committee expense
15,000.00 333.76 30,000.00 17,500.00 14,100.00 20,000.00 1,684.21 482.65
YOUNG MEN’S CHRISTIAN ASSOCIATION, PAINESVILLE, OHIO Operating support 1,000.00 YOUNG WOMEN’S CHRISTIAN ASSOCIATION Operating support*
743.70 $883,399.17
CIVIC A FFA IR S CITIZEN INVOLVEMENT THE AMERICAN NEGRO EMANCIPATION CENTENNIAL AUTHORITY Updating of film “Not With Empty Hands” $ 3,100.00
UNITED AREA CITIZENS AGENCY Staff to assist citizen participation in neighborhood programs
23,500.00
URBAN LEAGUE OF CLEVELAND Fair Housing program
30,000.00
WOMEN’S CITY CLUB Educational lectures*
214.48 $153,935.48
ANTI-DEFAMATION LEAGUE OF B ’NAI B ’RITH, NEW YORK CITY Operating support*
5,000.00
CITY CLUB FORUM FOUNDATION The Carl D. Friebolin special fund campaign
EM PLOYM ENT AND ECONOMIC DEVELOPMENT
1,000.00
CORNERSTONE PROJECT Summer work with youth in the ghetto areas
CLEVELAND DEVELOPMENT FOUNDATION Operating support and reserve for future expenditures* $241,416.13
5,000.00
CLEVELAND JOB CORPS CENTER FOR WOMEN Training workshop for staff
CLEVELAND COUNCIL ON WORLD AFFAIRS Equipment
1,955.00
COUNCIL ON HUMAN RELATIONS Expansion of the Green Circle Program
5,000.00
FAIR HOUSING COUNCIL Operating support G.C.A.F. ADMINISTRATIVE ACCOUNT Start-up expenses for The Urban Coalition of Greater Cleveland
7,500.00
5,000.00
HARVARD COMMUNITY SERVICES CENTER Staff services 25,000.00 HOUGH HOUSING CORPORATION To finance community and social services PATH ASSOCIATION Operating purposes Publication of a residents guide for services ‘ Pa y m en ts design ated by do no rs
6,666.00 20,000.00 15,000.00
CONSUMER CREDIT COUNSELING SERVICE Expansion of staff and service HEBREW FREE LOAN ASSOCIATION Two awards in memory of John Anisfield and Eugene E. Wolf* LEGAL AID SOCIETY VISTA Lawyers Program WELFARE FEDERATION Operating support of Manpower Planning and Development Committee
2,354.27
16,100.00
1,000.00 16,910.00
20,000.00 $297,780.40
STRENGTHENING THE PUBLIC SERVICE G.C.A.F. ADMINISTRATIVE ACCOUNT Support of the Administration of Justice Advisory Committee
$18,100.00
For information program of Sheriff-elect and Public Safety Committee, City of Cleveland LEGAL AID SOCIETY Edith Anisfield Wolf Community Service Award
TRUSTEES 5,300.09
Central National Bank of Cleveland The Cleveland Trust Company The National City Bank of Cleveland
5,000.00 $28,400.09
Society National Bank of Cleveland Union Commerce Bank TRUSTEES COMMITTEE
THE DISTRIBUTION COMMITTEE John Sherwin, Chairman Raymond Q. Armington Mrs. Royal Firman, Jr. Thomas A. Burke Dr. Kenneth W. Clement Edward H. deConingh Edgar A. Hahn Harvey B. Hobson James D. Ireland
George F. Karch, Chairman Chairman o f Board and President, The Cleveland Trust Company Everett Ware Smith Chairman o f Board, Union Commerce Bank John S. Fangboner Chairman o f Board, The National City Bank of Cleveland Mervin B. France Chairman o f Board, Society National Bank of Cleveland Edward L. Carpenter Chairman o f Board, Central National Bank of Cleveland
Frank E. Joseph George F. Karch
COUNSEL
Elmer L. Lindseth
Thompson, Hine and Flory
Thomas F. Patton Kent H. Smith James A. Norton, Director and Secretary 'Payments designated by donors
OFFICE OF THE FOUNDATION 700 National City Bank Building Cleveland, Ohio 44114 Telephone: 216/861-3810
38
GREATER CLEVELAND ASSOCIATED FOUNDATION Annual Report for 1968
BOARD OF TRUSTEES John Sherwin, chairman Kent H. Smith, chairman emeritus Edward H. deConingh, vice chairman Frank E. Joseph, vice chairman James D. Ireland, treasurer Raymond Q. Armington Thomas A. Burke Dr. Kenneth W. Clement Mrs. Royal Firman, Jr. Edgar A. Hahn Harvey B. Hobson George F. Karch Elmer L. Lindseth Thomas F. Patton
PURPOSES OF THE CREATER CLEVELAND ASSOCIATED FOUNDATION ■To encourage research on and solution of com munity problems ■ To establish priorities for community action ■To make grants for research, pilot, experi mental and other projects toward the solution of such problems ■ To encourage sound use of philanthropic funds
GREATER CLEVELAND ASSOCIATED FOUNDATION GRANTS-1 9 6 8 EDUCATION
SPECIAL PROGRAMS
HIGHER
The PACE Association Program development to provide integrated educational experiences and to recommend implementation
Case Western Reserve University Lecturer on Urban Housing
$ 3,500
Educational Development Center Research on Remedial Program for College Failouts
15,000
Cathedral Latin School Development of special education program John Carroll University Master of Arts in Teaching program for high school teachers in Cleveland
9,000 16,434
$13,000
Shaker Lakes Regional Nature Center Support of the Educational Center
3,659
The PACE Association Vocational Information Program for junior high students by the Southeast Association of Fathers for Education
4,500 41 $21,159
$43,934 ELEMENTARY AND SECONDARY The PACE Association Continuing organizational support Cleveland Board of Education Professional staff conference for school principals School Superintendents Association of Cuyahoga County Staff to develop and strengthen cooperative programs among the school districts
HEALTH & W ELFA R E $25,000 3,650
20,000
$48,650
YOUTH Council for Economic Opportunity of Greater Cleveland-Pride, Inc. Neighborhood employment of youths 14 to 16 years The Welfare Federation Juvenile Court Study Youth Service Group Counseling with Adolescents
$25,613
24,600 4,766 $54,979
SCHOLARSHIPS Interracial Scholarship Foundation Leadership grant to provide special educational opportunities for Negro youngsters
$ 5,000
COMMUNITY SERVICE ORGANIZATIONS Mt. Pleasant Urban Services Center Operation during development period
$ 5,000
$17,235 $17,235
CIVIC AFFAIRS
EMPLOYMENT AND ECONOMIC DEVELOPMENT
CITIZEN INVOLVEMENT Consumer Information Bureau $31,000 Counseling service to residents of Inner City
Cleveland Business League Support of the development of small businesses
Moreland Community Association 15,560 Community Information and Planning Program
Cleveland Business and Economic Development Corporation Training and development of management skills for small businesses
Cornerstone Project Training service agency personnel in the Ghetto areas United Area Citizen Agency Staff to assist citizen participation in neighborhood programs
1,000
23,500
Urban League of Cleveland 30,000 To provide housing opportunities for Negroes Fair Housing Council To assist in providing housing for Negroes
15,000
PATH Association Operating support to implement recommendations of the PATH Committee
50,000
Mt. Pleasant Community Council Housing Improvement Program Businessmen’s Interracial Committee on Community Affairs Operating support Hough Inventory of Services Support of a study and inventory on youth related programs in Hough by a committee of Hough residents Cleveland Inner-City Action Committee General support
5,000
2,299 5,605
1,679 _____ $180,643
National Institute of Public Affairs Leadership Training Program
$ 4,000
29,050
1,096 $34,146
STRENGTHENING PUBLIC SERVICE CLEVELAND COMMUNITY RELATIONS BOARD Police-Citizen Institute on Community Relations CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY Preliminary operating funds
$ 2,700
4,407
COUNCIL FOR ECONOMIC OPPORTUNITIES IN GREATER CLEVELAND To increase the strength of the research department 19,300 CUYAHOGA COMMUNITY COLLEGE Police Cadet Tuition Program
18,305
CUYAHOGA COUNTY MAYORS AND CITY MANAGERS ASSOCIATION Staff services
13,400
GOVERNMENTAL RESEARCH INSTITUTE Cleveland Little Hoover Commission— Communications
68,100
GOVERNMENTAL RESEARCH INSTITUTE Cleveland Little Hoover Commission— General expenses
50,000
GREATER CLEVELAND ASSOCIATED FOUNDATION administered: Consultant on Developing a Land and Properties Inventory System Greater Cleveland Associated Foundation Summer Intern Training Program Management Training for Supervisory Personnel jointly with Little Hoover Commission REGIONAL PLANNING COMMISSION 1970 Census Data Preparation Project
5,205 3,000 5,628 2,000 $192,045
BALANCE SHEET
GREATER CLEVELAND ASSOCIATED FOUNDATION December 31,1968
OPERATING FUND Cash (includes $23,348 restricted to certain grants and $105,817 in contributions restricted to designated programs: Demand deposit Savings account Investment income receivable Receivable from Special Funds Furniture and equipment— at nominal amount Other assets
ASSFTS AJ
$ 171,537 32,509
1
5,699 257,880
SPECIAL FUNDS Deposited with trustee banks: U. S. Government securities— at cost (approximate market $2,159,000) Cash o p e r a t in g FUND LIABILITIES Accounts payable and accrued expenses Fund balance: Restricted: To certain grants Contributions to designated programs
2,184,638 14,516
2,199,154 $2,457,034
AND FUND BALANCES $ $
Unrestricted— available for operating purposes SPECIAL FUNDS — Note A Payable to operating fund Fund balances: Available for future grants: For research and action on community problems Undesignated Unexpended balance of previous grants
$ 204,046 25,871 22,263
23,348 105,817 129,165 122,845
5,870
252,010 257,880
22,263 $1,188,519 323,085 1,511,604 665,287
2,176,891
2,199,154 $2,457,034
Note A—The Foundation is required, under the terms of grants from the Ford Foundation and of a trust agreement with The Leonard C. Hanna, Jr. Fund, to distribute or commit to distribution all special funds and income thereon by December 31,1971.
STATEMENT OF CHANGES IN FUND BALANCES GREATER CLEVELAND ASSOCIATED FOUNDATION Year ended December 31,1968
Special Fund
Balance at January 1,1968 Investment income earned Investment income transferred to operating fund Fee income from The Cleveland Foundation Contributions Refunds of prior years’ grants Bond premium amortization Receipt of grants administered through Operating Fund Net gain on sale of securities
Deduct: Grants disbursed (including grants administered through Operating Fund] Administrative expenses—Note B Payments on grants administered through Operating Fund Payment from contributions received for designated projects BALANCE AT DECEMBER 31,1968 ‘ indicates red figure.
Note B—The Foundation has an insured pension plan for certain employees. The total pension expense for the year was $12,130. Accrued pension cost is funded.
$2,764,637 102,902 100 ,012*
OPERATING FUND Contri butions Restricted Restricted To Unre To Certain Designated stricted Grants Program s
$ 12,910
$ 36,049
$139,210 1,752
100,012 77,950
892,537
119,178 49,697
928,586
409,849
547 320 37,883 6,288 2,774,682
128,743
597,791 287,004 105,395
$2,176,891
$ 23,348
822,769 $105,817
$122,845
AUDITOR’S REPORT Board of Trustees Greater Cleveland Associated Foundation Cleveland, Ohio We have examined the balance sheet of the Greater Cleveland Associated Foundation as of December 31,1968, and the related statement of changes in fund balances for the year then ended. Our examination was made in accordance with generally accepted auditing standards, and accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the accompanying balance sheet and statement of changes in fund balances present fairly the financial position of the Greater Cleveland Associated Foundation at December 31,1968, and the changes in fund balances for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year.
ERNST & ERNST Cleveland, Ohio April 9,1969
STAFF James A. Norton, President and D irector Mrs. Barbara Rawson, Assistant Director Bruce L. Newman, A ssistant D irector J. Kimball Johnson, Consultant Roland H. Johnson, Staff A ssociate Seymour Slavin, Staff A ssociate Mrs. Marcia LaRiche, Staff A ssociate Robert F. Risberg, Financial M anager
FOUNDATION CENTER 700 NATIONAL CITY BANK BUILDING TELEPHONE 861-3810